Personal Banking Specialist

2 months ago

Leamington, Canada Libro Credit Union Full time

Career Opportunity

Libro is growing - and Libro is hiring.
Our expansion plans include a series of new hires across southwestern Ontario. Take a look.

Who We Are
Imagine working for an organization where every employee and customer is an Owner.

No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people prosper. We recruit and develop experts like you; Epic Humans who are ready to offer the best possible advice, coaching and service, when and how our Owners need it.

What Opportunity Awaits?

Libro is on a mission to find a passionately accountable full-time Personal Banking Specialist supporting our Leamington location. The individual in this role will take a proactive approach to coaching high potential customer/Owners within aligned market segments achieve their financial goals - including understanding each Owner’s financial situation and life goals to build and foster long term, full relationships. This key sales position focuses on activities related to the attraction, maintenance and coaching of Owners in a dedicated portfolio. The Personal Banking Specialist will be responsible for working closely with other members of the sales teams to ensure all opportunities are identified, referring them to the appropriate lending, investment or business coaches to build a full financial relationship with Owners.

What You'll Do - The Epic Human we are looking for will;
Build strong relationships through providing appropriate personal lending solutions; including lines of credit, loans and mortgages to fulfill Owner needs

Support effective sales management practices as part of regional, & corporate teams

Provide proactive outreach to Owners and prospects from referrals, using the Mortgage Relationship Program, data insights & market intelligence to actively maintain and grow Owner relationships

Refer opportunities to appropriate specialists to match expertise to the Owner’s identified needs, including complex mortgage lending solutions to the Home Financing Advisor

Conduct holistic conversations using Libro’s Prosperity Planner and budgeting tools to better understand the Owner’s goals, needs & aspirations

Comply with established Libro & regulatory policies & procedures

Make smart risk decisions that protect our Owners & Libro

What you will bring - Could this be you ?

Do you have a passion for growing prosperity in Southwestern Ontario by transforming banking through inspiring financial happiness?

Are you an Epic Human; joyful in your work, passionately accountable, a bold explorer and mutually inclusive?

Do you have two (2) to three (3) years’ experience in a financial institution, preferably including sales experience in a customer service environment.

Do you have a high school diploma, or post-secondary education (preferred)?

**What's in it for you? - How we bring Joyful in our work**:
Competitive salaries and employee pension plans

Comprehensive benefit package including health, dental, and vision

Generous vacation time

Employee wellness programs

Staff accounts and staff rates on products and services

Staff appreciation programs and awards

Career development opportunities including tuition assistance

Many great perks and rewards; fitness club discounts, technology offers, travel and entertainment deals, just for being part of our great team

If you're passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in southwestern Ontario - we want to hear from you

With a purpose beyond profit, Libro Credit Union is proud to be a Certified B Corporation, joining leaders of a global movement of people using business as a force for good. Serving families, farms, and enterprises in southwestern Ontario, Libro offers an inclusive, forward thinking approach to banking - all centered on growing prosperity. Libro pursues its purpose through four key pillars - employment, financial resilience, local food accessibility, and housing.

Libro is committed to fostering a safe, healthy and inclusive work environment that inspires respect. Libro will provide accommodations to employees with disabilities upon request.

banking
lending
finance
lender

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